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3 UltraBac Administrator Guide v9.2.5 The software described in this guide is furnished under a license agreement and may be used only in accordance with the terms of the agreement. Copyright Notice 2012 UltraBac Software. All rights reserved. Any documentation that is made available by UltraBac Software is the copyrighted work of said corporation and is owned by UltraBac Software. NO WARRANTY. The technical documentation is being delivered to you AS-IS, and UltraBac Software makes no warranty as to its accuracy or use. Any use of the technical documentation or the information contained therein is at the risk of the user. Documentation may include technical or other inaccuracies or typographical errors. UltraBac Software reserves the right to make changes without prior notice. No part of this publication may be copied without the express written permission of UltraBac Software, Main Street, Suite 200, Bellevue, WA Trademarks UltraBac Software, UltraBac, UBDR Gold, UBDR Pro, Continuous Image Protection, Backup and Disaster Recovery Software for Business, and UltraBac Software logos are trademarks of UltraBac Software. Other brand and product names mentioned herein may be trademarked and are property of their respective companies.

12 UltraBac Administrative Guide v9.2 Setup and Configuration Installing UltraBac The UltraBac Installer allows UltraBac to be installed on either the local system or to remote systems. A full install should be performed on the backup host, then any necessary agents (or a full install) can be installed to the remote systems. Running the full installation on the host machine will allow the backup of remote files, SQL databases, Exchange servers, or a full "Image" backup of the local system. UltraBac agents can be installed on remote systems to allow the backup of their Active Directory/System State, and Image backups of their physical disks. UltraBac device controls can be installed to allow the use of remote tape devices, including libraries. NOTE: During both the installation and uninstallation of UltraBac the system will prompt for the system to be rebooted in order to install/uninstall UltraBac's Locked File driver. For additional information about files and drivers used by UltraBac, please see the UltraBac Knowledge Base: See UBQ000261: Additional File and Driver Details To start the install process: 1. Download UltraBac and unzip the contents of the downloaded.zip file to a temporary directory. 2. Double click on the "Launcher.exe" in the temporary directory. Fig. 1 - Launch screen for the UltraBac Installer. 3. Click "Launch UltraBac Installer." 4. Click "Next" in the "UltraBac Installer" screen. 4

13 UltraBac User Manual 5. Read the UltraBac Licensing Agreement text, and check "I accept the terms of the licensing agreement." 6. Click Next to continue. Install Types Full Install Select Full Install when installing to the backup host. This option can also be used to install all client systems without violating or invalidating UltraBac's license. File-by-file and System State Installs only the agents used to back up files, folders, and the System State, as well as perform Locked File backups. Image Backup Only Installs only the Image Disaster Recovery Agent, UltraBac Management Console, and the backup engine. Image Agent Only Installs only the Image Disaster Recovery Agent. Microsoft SQL Agent Only Installs only the Microsoft SQL Agent. Exchange Agent Only Installs only the Microsoft Exchange Agent. Custom Install Allows the selection of any combination of UltraBac components for install. Installing UltraBac on the Backup Host When performing the initial installation of UltraBac on the backup host, all components should be installed using the "Full Install" option. 1. From the UltraBac setup screen, select "Full Install" and click Next. Fig. 2 - Selecting a Full Install. 2. Review the list of components in the "Setup Summary" and click "Next." 5

14 UltraBac Administrative Guide v9.2 NOTE: UltraBac requires elevated privileges due to the administrative functionality utilized by the backup product. It is recommended that the UBMS account be given Domain Admin privileges for backing up domain systems and services (or local Administrator permissions for non-domain systems). To set up a Backup Account that is not an account with Domain Admin permissions, please see the UltraBac Knowledge Base: See UBQ000198: Backup Account Permissions More information: See UBQ000112: Troubleshooting Permissions Issues 3. Type the account name to be used for backup in the "Account" field. Fig. 3 - Entering account information into UltraBac. 4. Type the account's domain in the "Domain" field. When installing in a workgroup, leave this field blank. 5. Type the password into the "Password" field. 6. Re-type the password into the "Confirm Password" field, and click "OK." Checking "Set as default for other connections" will instruct UltraBac to use the specified account to run the UltraBac Management Service on the local system, and to use that account for backup and restore with the following agents: Image Disaster Recovery 6

15 UltraBac User Manual File-by-File Local File-by-File Network Share File-by-File Networked Computer Exchange Exchange Mailbox SQL Installing UltraBac on a Remote Client After the initial installation completes, the UltraBac installer will give the option to launch UltraBac, and to launch the Remote Installer. The Remote Installer can also be launched from the Windows Start menu. To install UltraBac on a client using the Remote Installer: 1. Click "Start"/"Programs"/"UltraBac"/"UltraBac Installer." 2. Select "Install to other machine(s)" and click "Next." Fig. 4 - Setup options. 3. Click the "Add New" icon, type or browse to the name of the client system(s) to be installed, and after adding all of the systems, click "Next." 7

16 UltraBac Administrative Guide v9.2 Fig. 5 - Selecting systems for installation. 4. Select the install type, and click "Next." 5. Review the list of components in the "Setup Summary," and click "Next" to begin the install. Remote Installer Options Install to other machine(s) Install UltraBac to a system on the network. Upgrade managed machine(s) Upgrade all systems in the Managed Machines set in the Manage tab, under "Managed Machines," to the version installed on the Remote Installer host. Replicate Account Information Replicates all account information set in the Manage tab, under "General"/"Authentication options"/"accounts," to each system being installed. Copy License Server Information Replicates the licensing server information set in the Manage tab, under "Licensing"/"Set License Server," to each system being installed. Copy Database Server Information Copies the database configuration set in the Manage tab, under "Database"/"Database Wizard," to each system being installed. Scripted Install UltraBac can be scripted to perform both local and remote installations, using the following syntax: setup.exe /installto:server1,server2,exchangesvr NOTE: For more information on performing a scripted install of UltraBac, please see the UltraBac Knowledge Base: See UBQ000229: Unattended Installation of UltraBac Installing UltraBac in a 32/64-bit Environment 8

17 UltraBac User Manual When performing the initial installation of UltraBac on the backup host, all components should be installed using the "Full Install" option. This will allow all agents and options to be used and controlled from the backup host. If installing UltraBac into a mixed 32/64-bit environment, check "Install files for other platforms" and check the applicable platforms. This will not install those files, it will make them available for remote installation to other platforms. UltraBac automatically installs the files for the system's platform. Uninstall Fig. 6 - Copying 32/64-bit binaries. Uninstall UltraBac through Add/Remove Programs in the Windows Control Panel: 1. Highlight the UltraBac entry in the Add/Remove Programs window and click Change/Remove." 9

18 UltraBac Administrative Guide v9.2 Fig. 7 - Uninstalling UltraBac. 2. Check "Remove all UltraBac user data files on local machine" to completely remove the entire application, including sets, groups, online indexes, registry entries, and ALL other application information. 3. If "Remove all UltraBac user data files" was not selected, open the registry editor and browse to HKEY_LOCAL_MACHINE"\"SOFTWARE." Delete the "UltraBac Software key. NOTE: If the UltraBac Database has been installed, the database files must be removed manually after uninstalling UltraBac. The location of the database files will be dependent on the Database Storage Location; all of the files in the Database Storage Location folder can be removed if they are no longer needed. Please visit the "UltraBac Database" section of the User Manual: UltraBac User Manual: UltraBac Database 10

19 UltraBac User Manual UltraBac Preferences UltraBac allows the configuration of many user preferences in one centralized menu. UltraBac Management Console behavior, the path to backup logs, user accounts, and more can be configured in this menu. The menu can be accessed at any time by selecting the Manage tab, and clicking "General." Fig. 1 - Selecting the preferences. User Options The User menu modifies the default behavior of the UltraBac user interface. 11

20 UltraBac Administrative Guide v9.2 Fig. 2 - User preferences. User Preferences: Save password If a username and password are entered through the Backup Wizard, the account will automatically be remembered for the next backup set. Start minimized UltraBac will be minimized when launched. Include subdirectories UltraBac will select the entire directory tree by default in all backup sets. Express file size in KB/MB When checked, only data amounts smaller than 1 KB will be expressed as bytes. If unchecked, all data values will be expressed as bytes. Sort directories to top When enumerating a backup set, directories will appear on top of the directory tree. Reconnect to last machine at startup If UltraBac was connected to a remote system when last closed, UltraBac will reconnect at startup. Save window size and position UltraBac will remember its previous window size when opened. Show save as helper dialog Enables the dialog box opened after a set is saved. Disable Splash Window Eliminates the introductory splash screen appearing before the application launches. Show Advanced Options Enables dialog boxes that allow the File-by-File Agent to be run locally or remotely during an ad hoc backup, and during restore. Maintain own Managed Machines List Allows each user to create and maintain a Managed Machines list when logged into the backup host system. Show full M-S week on scheduler Shows the entire 7-day calendar in the UltraBac Scheduler. Show help dialog on startup Enables the helper dialog when the Management Console is launched. Authentication Options The Authentication menu allows user accounts to be added for use in UltraBac. Account passwords can also be changed or reset in this menu. 12

21 UltraBac User Manual Fig. 3 - User accounts. To add a domain user account in UltraBac: 1. Click the "Show Accounts" button in the Authentication tab. 2. Click the "Add New" icon. 3. Type the domain name for the account to be used in the "Domain" field. 4. Type the account name to be used in the "User Name" field. 5. Type the password for the specified account in the "Password" field. 6. Re-type the password in the "Confirm Password" field. 7. Click "OK" to add the account. Fig. 4 - Account Information. 13

22 UltraBac Administrative Guide v9.2 Checking "Set as default for all connections" will instruct UltraBac to use the specified account to run the UltraBac Management Service on the local system, and to use that account for backup and restore with the following agents: Image Disaster Recovery File-by-File Local File-by-File Network Share File-by-File Networked Computer Exchange Exchange Mailbox SQL To add a workgroup user account in UltraBac: 1. Click the "Show Accounts" button in the Authentication tab. 2. Click the "Add New" icon. 3. Type the account name to be used in the "User Name" field. 4. Type the password for the specified account in the "Password" field. 5. Re-type the password in the "Confirm Password" field. 6. Click "OK." 7. Type in or browse to the Windows name or IP address of the system to be backed up. 8. Click "OK" to add the account. NOTE: When specifying an account to be used in a workgroup, do not enter any information into the "Domain" field. Creating a Secondary Account When creating a backup of a remote system, it is sometimes necessary to use an account other than the default account for the backup connection. This can be used in cases of backing up a system in a workgroup from a domain, or backing up systems in another domain. The secondary account can target either an individual system or a domain. A workgroup cannot be specified as a target; individual accounts for the systems in that workgroup must be added. To add a secondary user account in UltraBac: 1. Click the "Show Accounts" button in the Authentication tab. 2. Click the "Add New" icon. 3. Type the domain name for the account to be used in the "Domain" field, if the target system is in a domain. If in a workgroup, leave this field blank. 4. Type the account name to be used in the "User Name" field. 5. Type the password for the specified account in the "Password" field. 6. Re-type the password in the "Confirm Password" field. 7. Click "OK" to add the account. 14

23 UltraBac User Manual Fig. 4 - Specifying a system in the "Select Network Machine" screen. 8. At the "Select Network Machine" prompt, type or browse to the target machine (or domain) and click "OK." Deleting an Account To delete an account from the Authentication menu: 1. Click the "Show Accounts" button in the Authentication tab. 2. Click on the account to be deleted. 3. Click the red "Delete" icon. To view or modify the properties of an account: 1. Click the "Show Accounts" button in the Authentication tab. 2. Click on the account to be viewed/modified. 3. Click the "Properties" icon. 4. Click "OK" when finished. Backup Options The Backup menu can be used to set system usage and other backup specific options. 15

24 UltraBac Administrative Guide v9.2 Fig. 5 - Backup preferences. Backup/Restore priority This setting designates the priority of the system's resources when UltraBac is running: o Normal o High o Realtime o Idle Registry Backup Path The directory used to store the registry dump created during backup. Before/After job timeout (minutes) Through either the set level or scheduled backup group level, UltraBac has a function available to execute batch files, or previously written scripts, to run before the backup begins or after the backup finishes. This time interval specifies how many minutes UltraBac should wait before it stops trying to run the script. Clear media before backup Sets a global preference to check the "Clear storage media" option when creating scheduled backup groups. "Clear storage media" can be unchecked in the scheduled group. Verify after backup Sets a global preference to check the "Verify after backup" option when creating scheduled backup groups. "Verify after backup" can be unchecked in the scheduled group. Compare to disk during verify Sets a global preference to compare all files to their original source files during verify. With this option unchecked, only a CRC verify is performed. Restore Options The Restore Options menu is used to set two restore options. 16

25 UltraBac User Manual Fig. 6 - Restore preferences. Restore Options: Run unattended Do not prompt the user during ad hoc backups. Eject media after restore Eject removable media after ad hoc backup. Verify Options The Verify Options menu is used to set two restore options. Fig. 7 - Verify preferences. Restore Options: Run unattended Do not prompt the user during ad hoc backups. Eject media after restore Eject removable media after ad hoc backup. Encryption Options The Encryption Options menu sets the global options for using AES encryption during backup. When AES is enabled, it functions on the device level, and encrypts all data written to the backup media. 17

27 UltraBac User Manual 5. Click "OK" to set the encryption options as specified. NOTE: For more information on using AES encryption, please see the UltraBac Knowledge Base: See UBQ000251: Encrypting Backup Data with AES General Options UltraBac stores all backup sets and groups in the path specified under "Default path for UltraBac data files." Fig. 9 - General preferences. To change the default data file path: 1. Type in or browse to the folder to be used to store the UltraBac sets and groups. 2. Click "OK." Index Options The Index menu can be used to set the location of both backup and express indexes, and the amount of time those indexes are to be stored. 19

28 UltraBac Administrative Guide v9.2 Fig Backup index preferences. Backup Indexes Create online backup indexes Must be checked to create an online disk index for every set backed up. Compress online indexes Uses up to 65% less storage space than uncompressed online indexes, while requiring minimal compression/decompression time. Index files path Path where all online disk indexes are stored. Online disk indexes can be stored locally or on a network path. Auto purge indexes after [###] days Number of days before online disk indexes are purged. When set to "0, index entries are not purged by UltraBac. Valid entries are "0" through "999. Tape Express Index Logs Create and use online express indexes Enables express indexes. Auto erase express indexes Automatically deletes the express index when the corresponding storage media is cleared by UltraBac. Express index file path Path where all express indexes are stored. Express indexes can be stored locally or on a network path. The Logs menu can be used to set the location of backup, verify and restore logs, and define the amount of time those logs are to be stored. 20

29 UltraBac User Manual Fig Log file preferences. Log File Options The default location and other log file options are handled by the preferences selected. The log file time can be set to use the time zone specified in the Windows clock on the backup host, or GMT, or both. Log File Creation: Default path for Log Files Path where all UltraBac log files are stored. Log files can be stored locally or on a network path. Purge Logs After [###] Days Number of days before log files are purged. When set to "0, log files are not purged by UltraBac. Valid entries are "0" through "999. Clear lock files Deletes all.lck files from the logs directory. Create Log Files Enables the creation of backup, verify, and restore logs. Create Detailed Log Files Backup logs will show all files handled during backup, verify, and restore operations. Log stylesheet path Specifies the path to the stylesheet to use for displaying all UltraBac logs in the UltraBac File Viewer. NOTE: For further information on the Centralized Reporting Console, including installation of a web based Centralized Reporting Console, please see the UltraBac Knowledge Base: See UBQ000157: Configuring Centralized Reporting 21

30 UltraBac Administrative Guide v9.2 Time Shown in Log Files: Local Time GMT (Greenwich Mean Time) Both Local Time and GMT Media Options The Media menu is used to set the default values for the media protection and compression options available in UltraBac. Fig 12 - Media options. Default Device Opens the UltraBac Storage Device Manager. NOTE: For more information on using the UltraBac Storage Device Manager, please visit the "Storage Device Manager" section of the User Manual: UltraBac User Manual: Storage Device Manager Data Compression Data compression options are set globally and cannot be overridden in the scheduled backup groups: Hardware compression Compression is controlled by the storage media. Software compression Compression is controlled by UltraBac, and is reported in the backup log. Any available compression Software compression is used if hardware compression is not available. No compression Disables the use of compression in all backups. 22

31 UltraBac User Manual Storage Media Protection Protect media for: [###] Days Protects the storage media from being overwritten by UltraBac for the number of days specified. Valid entries are "1" through "999. Allow override Allows protected media to be cleared by UltraBac before backup. Expire media after: [####] Uses Sets the number of times the storage media can be used by UltraBac before the media is considered unusable. Valid entries are "1" through "9999. NOTE: When backing up to an autoloader, UltraBac uses the protection settings on only the first tape. If the backup uses more than one tape, UltraBac will automatically clear the subsequent tapes. Holiday Options The Holiday menu can be configured to alter backup behavior on specified days. Fig Holiday preferences. Use the "Events [option] holidays by default" field to set holiday behavior: Run On Instructs to run on holidays. Do Not Run On Instructs backups to not run on holidays. To add a holiday to the Holidays menu: 1. Click the "Add New Holiday" icon. 23

32 UltraBac Administrative Guide v Type a description or name into the "Description" field. Fig Holiday properties. 3. Type or use the drop-down calendar to enter a date for the holiday. 4. Type or use the selection arrows to enter a duration for the holiday. 5. Check "Every Year (same month/day)" to set the holiday for the same date every year. 6. Check "Enable Holiday" to activate the holiday. 7. Click "OK" to add the holiday. Advanced Options The Advanced menu contains options for configuring error handling and cluster server behavior. It is not recommended to change these settings from the default values. 24

33 UltraBac User Manual Fig Advanced options. Number of errors in set before aborting: [###] Sets the number of errors allowed in each backup set before UltraBac is allowed to abort that set. The default setting is "100." Enable backup node failover on Cluster Server This option should only be enabled if UltraBac is installed on a Microsoft Cluster Server. Should the primary node fail, UltraBac will continue its regular scheduled backup jobs on the secondary node in the cluster. Publish License Servers to Active Directory Records the UltraBac License server in Active Directory for the local domain. Reporting Behavior Treat file not found as warning Files "not found" during a backup will be reported in the backup logs as a warning only, not an error. Treat data truncation as warning Data truncation during backup will be reported in the backup logs as a warning only, not an error. Suppress Unknown Profile Reports Causes UltraBac to not report 1332 errors when a profile has been partially deleted or corrupted. Don't treat skipped file as error or warning Instructs UltraBac to not record skipped files as either an error or a warning in backup logs. Backup Throughput The Backup Throughput options can lower the overall backup and restore speeds by up to 75%. 25

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